PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:27 AM ET

Sponsor Check › Person

KH
No photo found yet (own website and image search run after this page is viewed)

Keith D. Hall

Named as an officer, director or promoter on SEC Form D filings · CA · Aug 9, 2013 → Feb 1, 2024

6deals (issuers)
$157.2Mreported sold
1,178investors
17Form D filings
2013–2024years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Keith D. Hall is listed as an executive officer, director, and promoter on 17 SEC Form D filings by 6 issuers between Aug 2013 and Feb 2024. Largest by amount reported sold: KBS Growth & Income REIT, Inc. (Newport Beach, CA — reits and finance — 2015–2016; $76.8M reported sold to 740 investors), Pacific Oak Opportunity Zone Fund I, LLC (Los Angeles, CA — other real estate — 2019–2022; $52.9M reported sold to 66 investors), KBS Strategic Opportunity REIT II, Inc. (Newport Beach, CA — reits and finance — 2013–2014; $26.4M reported sold to 245 investors), Pacific Oak Residential Trust II, Inc. (Jacksonville, FL — reits and finance — 2020–2022; $672K reported sold to 125 investors), Pacific Oak Opportunity Zone Fund II, LLC (Los Angeles, CA — other real estate — 2022–2024; $450K reported sold to 2 investors) and 1 more (all listed below).

What this means A repeat sponsor — 6 separate companies raised money with this person listed as executive officer, director, and promoter, over about 11 years. Across those companies the filings report $157.2M sold in total.

Listed alongside Peter McMillan III (17 shared filings), Benedict Aitkenhead (8 shared filings), Brian Ragsdale (7 shared filings), Jeffrey P Anstis (5 shared filings), Michael Bender (5 shared filings) and 21 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Keith. Each name links to their own page.

The issuers belong to 2 sponsor groups: Pacific Oak (7 issuers, $82M reported sold, 2010–2024) and Eos (12 issuers, $158M reported sold, 2013–2022).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 1 state regulator order, 12 bankruptcy cases matching the name listed in Key records below.

What this means 13 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 17 public filings for Keith D. Hall and found 6 differences, 2 worth asking the sponsor about: 12 filings report more than 10% of the money raised going to insiders; Keith D. Hall appears on 6 deals that stopped filing before reaching their target; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Keith D. Hall has not run yet — it is joining a line of 54,467 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:19 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

1 state regulator order

Individuals Barred or Suspended FINRA · Financial Industry Regulatory Authority (FINRA)
Order date not stated in the index entry we read · Regulator: Financial Industry Regulatory Authority (FINRA) · Parties (regulator's caption): Keith D. Hall (Associated Person, Montclair, New Jersey)
As listed by the regulator: Keith D. Hall (Associated Person, Montclair, New Jersey) was fined $20,000 and barred from association with any NASD member in any capacity. The sanctions were based on findings that Hall failed to appear at the NASD for an on-the-record interview. orado) was fined $26,750, barred from association with any NASD member in any capacity, and required to pay $1,050 in restitution to a customer. The NBCC imposed the sanctions following appeal of a Denver DBCC decision. The sanctions were based on findings that Hayashi made improper use of customer funds totaling $5,350. Order / docket ↗ Regulator's list ↗
same full name in the order; 4 people with this name in Form D filings; nationwide regulator (FINRA) — the state is not a signal
What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Keith D. Hall..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

12 cases: 11 closed (disposition not in docket feed), 1 open

Keith Hall and Stacy Hall closed
United States Bankruptcy Court, C.D. California · No. 6:18-bk-14891 · Filed Jun 11, 2018 · Closed Sep 25, 2018
Role of Keith Hall and Stacy Hall: Debtor · Outcome: Case closed 2018-09-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 187 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Keith J Hall and Susan C Hall open
United States Bankruptcy Court, M.D. Florida · No. 3:17-bk-02787 · Filed Jul 31, 2017
Role of Keith J Hall and Susan C Hall: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 187 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
Keith H. Hall closed
United States Bankruptcy Court, S.D. California · No. 11-07986 · Filed May 13, 2011 · Closed Aug 22, 2011
Role of Keith H. Hall: Debtor · Outcome: Case closed 2011-08-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 187 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Keith C. Hall and Mary A Keane- Hall closed
United States Bankruptcy Court, S.D. Florida. · No. 08-25754 · Filed Oct 22, 2008 · Closed Jul 20, 2009
Role of Keith C. Hall and Mary A Keane- Hall: Debtor · Outcome: Case closed 2009-07-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 187 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
Keith A. Hall closed
United States Bankruptcy Court, M.D. Florida · No. 8:07-bk-11099 · Filed Nov 15, 2007 · Closed Jul 17, 2008
Role of Keith A. Hall: Debtor · Outcome: Case closed 2008-07-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 187 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
Keith A. Hall closed
United States Bankruptcy Court, M.D. Florida · No. 8:07-bk-08032 · Filed Sep 2, 2007 · Closed Sep 28, 2007
Role of Keith A. Hall: Debtor · Outcome: Case closed 2007-09-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 187 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
Keith A Hall closed
United States Bankruptcy Court, M.D. Florida · No. 6:06-bk-01166 · Filed May 21, 2006 · Closed Oct 2, 2006
Role of Keith A Hall: Debtor · Outcome: Case closed 2006-10-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 187 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
Lauri Hall and Keith Hall closed
United States Bankruptcy Court, E.D. California · No. 05-23285 · Filed Mar 24, 2005 · Closed Jul 18, 2005
Role of Keith Hall: Debtor · Outcome: Case closed 2005-07-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 187 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA)
Keith R Hall closed
United States Bankruptcy Court, C.D. California · No. 2:02-bk-26007 · Filed Jun 3, 2002 · Closed Oct 11, 2002
Role of Keith R Hall: Debtor · Outcome: Case closed 2002-10-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 187 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Keith A. Hall and Sue E. Hall closed
United States Bankruptcy Court, M.D. Florida · No. 8:98-bk-04027 · Filed Mar 12, 1998 · Closed Jun 30, 1998
Role of Keith A. Hall and Sue E. Hall: Debtor · Outcome: Case closed 1998-06-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 187 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
Keith Hall and Anne Hall closed
United States Bankruptcy Court, S.D. California · No. 90-03217 · Filed Apr 19, 1990 · Closed Sep 12, 1990
Role of Keith Hall and Anne Hall: Debtor · Outcome: Case closed 1990-09-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 187 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
Keith M. Hall and Margaret L. Hall closed
United States Bankruptcy Court, M.D. Florida · No. 3:90-bk-00214 · Filed Jan 22, 1990 · Closed Apr 7, 1992
Role of Keith M. Hall and Margaret L. Hall: Debtor · Outcome: Case closed 1992-04-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 187 federal dockets); 4 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:19 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

6 differences found between the filings for Keith D. Hall — 2 worth asking about (compared 17 filings on Oct 24, 2026)

Note · Aug 13, 2010 – Oct 28, 2011

Bankruptcy case: MotorCraft, Ltd. v. Yamane — filed Aug 13, 2010

United States Bankruptcy Court, C.D. California docket "MotorCraft, Ltd. v. Yamane" filed Aug 13, 2010, closed Oct 28, 2011. Stacie Yamane (listed on the same filings) is listed as Defendant ("Yamane"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Worth asking · Aug 8, 2014 – Feb 1, 2024

12 filings report more than 10% of the money raised going to insiders

417% of the money raised went to insiders — Pacific Oak Opportunity Zone Fund II, LLC · 417% of the money raised went to insiders — Pacific Oak Opportunity Zone Fund II, LLC · 625% of the money raised went to insiders — Pacific Oak Opportunity Zone Fund II, LLC · 1339% of the money raised went to insiders — Pacific Oak Residential Trust II, Inc. · 171625% of the money raised went to insiders — Pacific Oak Residential Trust II, Inc. · and 7 more

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Sources
Worth asking · Aug 8, 2014 – Feb 1, 2024

Keith D. Hall appears on 6 deals that stopped filing before reaching their target

Pacific Oak Opportunity Zone Fund II, LLC (last filing Feb 1, 2024; $450,000 sold of $250,000,000); Pacific Oak The Vue DST (last filing Mar 6, 2023; $0 sold of $15,334,000); Pacific Oak Residential Trust II, Inc. (last filing Jan 28, 2022; $672,054 sold of $220,000,000); Pacific Oak Opportunity Zone Fund I, LLC (last filing Jan 14, 2022; $52,884,952 sold of $250,000,000); KBS Growth & Income REIT, Inc. (last filing Oct 17, 2019; $76,825,150 sold of $1,000,000,000); KBS Strategic Opportunity REIT II, Inc. (last filing Aug 8, 2014; $26,388,526 sold of $105,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Sources
Note · Aug 9, 2013 – Feb 1, 2024

5 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Pacific Oak Opportunity Zone Fund II, LLC (latest filing Feb 1, 2024) · No amendment in the last 12 months on an offering that may still be open — Pacific Oak Residential Trust II, Inc. (latest filing Jan 14, 2022) · No amendment in the last 12 months on an offering that may still be open — Pacific Oak Opportunity Zone Fund I, LLC (latest filing Jan 14, 2022) · No amendment in the last 12 months on an offering that may still be open — KBS Growth & Income REIT, Inc. (latest filing Jun 22, 2016) · No amendment in the last 12 months on an offering that may still be open — KBS Strategic Opportunity REIT II, Inc. (latest filing Aug 8, 2014)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sources
Note · Oct 13, 2020 – Jan 14, 2021

Minimum investment changed between filings — Pacific Oak Residential Trust II, Inc.

The Oct 13, 2020 filing lists a minimum of $25,000; the Jan 14, 2021 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Jul 11, 2019 – Jan 30, 2020

Address moved from Newport Beach, CA to Los Angeles, CA — Pacific Oak Opportunity Zone Fund I, LLC

The people listed on the Jul 11, 2019 filing give Newport Beach, CA; on the Jan 30, 2020 filing they give Los Angeles, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

7 of 7 offerings report sales commissions totalling $60,010,720; 0 report finder's fees; 6 report proceeds to related persons totalling $46,945,281. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 1, 2024 D/A
Pacific Oak Opportunity Zone Fund II, LLC
File 021-466819
$27,750 (est.)$0$1,875,000 (est.)
An estimate of dealer manager fees, placement agent fees, up front fees for O&O expenses & acquisition fees (assuming no debt or other sources), each of which may be directly paid or indirectly benefit one or more related person.
Pacific Oak Capital Markets, LLC BrokerCheck CRD 309350 ↗
M&M Wealth Management, LLC BrokerCheck CRD 170859 ↗
Aegis Capital Corp. BrokerCheck CRD 15007 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
EDGAR ↗
Mar 6, 2023 D
Pacific Oak The Vue DST
File 021-474902
$1,226,720 (est.)$0$3,157,023 (est.)
Pacific Oak The Vue Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,287,361.
Pacific Oak Capital Markets, LLC BrokerCheck CRD 309350 ↗EDGAR ↗
Jan 28, 2022 D
Pacific Oak Residential Trust II, Inc.
File 021-431261
$6,250$0$0William McGugin BrokerCheck CRD 5322620 ↗
via Iroquois Capital Advisors, LLC (CRD 145235 ↗)

Matthew Jacques BrokerCheck CRD 5929189 ↗
via Iroquois Capital Advisors, LLC (CRD 145235 ↗)
EDGAR ↗
Jan 14, 2022 D/A
Pacific Oak Opportunity Zone Fund I, LLC
File 021-344012
$21,250,000 (est.)$0$11,875,000 (est.)
An estimate of dealer manager fees, placement agent fees, upfront fees for O&O expenses and due diligence expenses and acquisition fees(assuming no debt or other sources), each of which may be directly paid or indirectly benefit one or more related person
Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗
Pacific Oak Capital Markets, LLC BrokerCheck CRD 309350 ↗
Lora Jane Hoff BrokerCheck CRD 3175071 ↗
via Investment Planners, Inc. (CRD 18557 ↗)

Timothy Patrick Norton BrokerCheck CRD 726982 ↗
via McDonald Partners LLC (CRD 135414 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Amr Tenney BrokerCheck CRD 5506866 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Ryan Poage BrokerCheck CRD 2931221 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Drew W. Reynolds BrokerCheck CRD 6646813 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

David Darwish BrokerCheck CRD 2747994 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Steven Carmandalian BrokerCheck CRD 2713564 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Lori Gluck Murphy BrokerCheck CRD 5240690 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Dewey Deane Steffen BrokerCheck CRD 2688651 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Kyle Jensen Kirwan BrokerCheck CRD 5088691 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Megan Lee Clark BrokerCheck CRD 5733655 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

John Edward Morianty BrokerCheck CRD 2720704 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Robert Patrick Webb BrokerCheck CRD 4793026 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Jonathan Charles Hogan BrokerCheck CRD 6947878 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Tim Couch BrokerCheck CRD 4073942 ↗
via Dempsey Lord Smith, LLC (CRD 141238 ↗)

Matthew Roy Wilson BrokerCheck CRD 4576995 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

John Norman Doiron BrokerCheck CRD 5305305 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Christine Clarissa Narayan BrokerCheck CRD 5338599 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Guy Anthony Harrigan BrokerCheck CRD 1817525 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

James Bradley Teegarden BrokerCheck CRD 2812366 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

David M. Gottlieb BrokerCheck CRD 5739132 ↗
via APW Capital, Inc. (CRD 43814 ↗)

Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
EDGAR ↗
Jan 14, 2022 D/A
Pacific Oak Residential Trust II, Inc.
File 021-375514
$18,000,000 (est.)$0$9,000,000 (est.)
An estimate of dealer manager fees, placement agent fees and acquisition fees(assuming no debt or other sources), each of which may indirectly benefit one or more related person, and reimbursements of offering expenses incurred on the Issuer's behalf.
Pacific Oak Capital Markets, LLC BrokerCheck CRD 309350 ↗
David Darwish BrokerCheck CRD 2747994 ↗
via Purshe Kaplan Sterling Investments, Inc. (CRD 35747 ↗)

Harvey Hutchinson BrokerCheck CRD 2205142 ↗
via World Equity Group, Inc. (CRD 29087 ↗)
EDGAR ↗
Jun 22, 2016 D/A
KBS Growth & Income REIT, Inc.
File 021-242241
$10,000,000 (est.)$0$10,237,678 (est.)
Includes commissions (all reallowed); DM fees (a portion reallowed); acquisition fees (no debt); excludes reimbursement of expenses incurred on the Issuer's behalf. Amounts paid to the Issuer's advisor and DM who are under control of persons in Item 3.
KBS Capital Markets Group LLC BrokerCheck CRD 132299 ↗EDGAR ↗
Aug 8, 2014 D/A
KBS Strategic Opportunity REIT II, Inc.
File 021-201100
$9,500,000 (est.)$0$10,800,580 (est.)
Includes payment of selling commissions & dealer manager fees to the Issuer's dealer manager & acquisition & origination fees payable to the Issuer's external advisor. Both the Issuer's advisor & dealer manager are under the control of persons in Item 3.
KBS Capital Markets Group LLC BrokerCheck CRD 132299 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 6

Every issuer that named Keith D. Hall on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Other Real Estate · group: Pacific Oak

Pacific Oak Opportunity Zone Fund II, LLC

Los Angeles, CA · Dec 7, 2022 → Feb 1, 2024 · 3 filings
  • Feb 1, 2024 · D/A · $450,000 sold of $250,000,000 · 2 investors · min. $250,000 · role: Executive Officer, Promoter (Managing Member of the Sponsor of the Issuer) EDGAR ↗
  • Jul 11, 2023 · D/A · $450,000 sold of $250,000,000 · 2 investors · min. $250,000 · role: Executive Officer, Promoter (Managing Member of the Sponsor of the Issuer) EDGAR ↗
  • Dec 7, 2022 · D · $300,000 sold of $250,000,000 · 1 investors · min. $250,000 · role: Executive Officer, Promoter (Managing Member of the Sponsor of the Issuer) EDGAR ↗

Raised $450K from 2 investors (0% of the $250M target) as of the latest filing. Keith is listed as executive officer, promoter on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Residential · group: Pacific Oak

Pacific Oak The Vue DST

Los Angeles, CA · Mar 6, 2023
  • Mar 6, 2023 · D · $0 sold of $15,334,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Keith is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

REITS and Finance · group: Pacific Oak

Pacific Oak Residential Trust II, Inc.

Jacksonville, FL · Sep 15, 2020 → Jan 28, 2022 · 5 filings
  • Jan 28, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗
  • Jan 14, 2022 · D/A · $672,054 sold of $220,000,000 · 9 investors · min. No minimum reported · role: Director EDGAR ↗
  • Jan 14, 2021 · D/A · $5,244 sold of $220,000,000 · 1 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 13, 2020 · D/A · $5,244 sold of $220,000,000 · 1 investors · min. $25,000 · role: Director EDGAR ↗
  • Sep 15, 2020 · D · $5,244 sold of $220,000,000 · 1 investors · min. $25,000 · role: Director EDGAR ↗

Raised $672K from 125 investors (100% of the $125K target) as of the latest filing. Keith is listed as director on 5 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Real Estate · group: Pacific Oak

Pacific Oak Opportunity Zone Fund I, LLC

Los Angeles, CA · Jul 11, 2019 → Jan 14, 2022 · 4 filings
  • Jan 14, 2022 · D/A · $52,884,952 sold of $250,000,000 · 66 investors · min. No minimum reported · role: Promoter (Managing member of the Sponsor of the Issuer) EDGAR ↗
  • Jan 14, 2021 · D/A · $29,805,706 sold of $250,000,000 · 9 investors · min. No minimum reported · role: Promoter (Managing member of the Sponsor of the Issuer) EDGAR ↗
  • Jan 30, 2020 · D/A · $26,179,705 sold of $250,000,000 · 7 investors · min. No minimum reported · role: Promoter (Managing member of the Sponsor of the Issuer) EDGAR ↗
  • Jul 11, 2019 · D · $5,000,000 sold of $250,000,000 · 1 investors · min. No minimum reported · role: Promoter (Managing member of the Sponsor of the Issuer) EDGAR ↗

Raised $52.9M from 66 investors (21% of the $250M target) as of the latest filing. Keith is listed as promoter on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

REITS and Finance · group: Eos

KBS Growth & Income REIT, Inc.

Newport Beach, CA · Jun 22, 2015 → Jun 22, 2016 · 2 filings
  • Jun 22, 2016 · D/A · $76,825,150 sold of $105,000,000 · 740 investors · min. $10,000 · role: Executive Officer, Promoter EDGAR ↗
  • Jun 22, 2015 · D · $0 sold of $105,000,000 · 0 investors · min. $10,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $76.8M from 740 investors (73% of the $105M target) as of the latest filing. Keith is listed as executive officer, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

REITS and Finance · group: Eos

KBS Strategic Opportunity REIT II, Inc.

Newport Beach, CA · Aug 9, 2013 → Aug 8, 2014 · 2 filings
  • Aug 8, 2014 · D/A · $26,388,526 sold of $105,000,000 · 245 investors · min. $10,000 · role: Executive Officer, Director, Promoter EDGAR ↗
  • Aug 9, 2013 · D · $0 sold of $105,000,000 · 0 investors · min. $10,000 · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $26.4M from 245 investors (25% of the $105M target) as of the latest filing. Keith is listed as executive officer, director, promoter on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (3)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Keith Hall — CA, 4 issuers, Jul 14, 2009 → Apr 15, 2020 · no shared issuer
  • Keith R. Hall — TX, 1 issuer, Mar 4, 2015 → Mar 4, 2015 · no shared issuer
  • Keith B. Hall — CA, 1 issuer, Mar 26, 2013 → Jun 22, 2016 · no shared issuer

People around Keith 26

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

PM
No photo found yet (own website and image search run after this page is viewed)
Person

Peter McMillan III

Executive Officer, Director, Promoter · 17 shared filings (6 issuers) · also on 5 other issuers

Peter McMillan III is on 11 issuers in total — a repeat sponsor. Their page lists every one.

BA
No photo found yet (own website and image search run after this page is viewed)
Person

Benedict Aitkenhead

Director, Executive Officer, Promoter · 8 shared filings (3 issuers) · also on 4 other issuers

Benedict Aitkenhead is on 7 issuers in total — a repeat sponsor. Their page lists every one.

BR
No photo found yet (own website and image search run after this page is viewed)
Person

Brian Ragsdale

Promoter, Executive Officer · 7 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

MG
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Gough

Executive Officer, Director · 5 shared filings (1 issuer) · also on 3 other issuers

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

MB
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Bender

Executive Officer · 5 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

JA
No photo found yet (own website and image search run after this page is viewed)
Person

Jeffrey P Anstis

Executive Officer, Promoter · 5 shared filings (1 issuer)

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

SY
No photo found yet (own website and image search run after this page is viewed)
Person

Stacie Yamane

Executive Officer · 4 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

CS
No photo found yet (own website and image search run after this page is viewed)
Person

Charles J. Schreiber, Jr.

Promoter, Executive Officer, Director · 4 shared filings (2 issuers) · also on 8 other issuers

Charles J. Schreiber, Jr. is on 10 issuers in total — a repeat sponsor. Their page lists every one.

PB
No photo found yet (own website and image search run after this page is viewed)
Person

Peter M. Bren

Promoter, Executive Officer · 4 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

BA
No photo found yet (own website and image search run after this page is viewed)
Person

Ben Aitkenhead

Promoter · 4 shared filings (1 issuer)

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

TH
No photo found yet (own website and image search run after this page is viewed)
Person

T Jeremiah Healey

Executive Officer, Director · 3 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

JW
No photo found yet (own website and image search run after this page is viewed)
Person

Jeffrey K. Waldvogel

Executive Officer · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

DS
No photo found yet (own website and image search run after this page is viewed)
Person

David E. Snyder

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

KC
No photo found yet (own website and image search run after this page is viewed)
Person

Kevin C. O'Connor

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

GB
No photo found yet (own website and image search run after this page is viewed)
Person

George R. Bravante, Jr.

Director · 1 shared filing (1 issuer) · also on 6 other issuers

George R. Bravante, Jr. is on 7 issuers in total — a repeat sponsor. Their page lists every one.

LD
No photo found yet (own website and image search run after this page is viewed)
Person

Laurent Degryse

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

WP
No photo found yet (own website and image search run after this page is viewed)
Person

William M. Petak

Director · 1 shared filing (1 issuer)

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

KR
No photo found yet (own website and image search run after this page is viewed)
Person

Keith P. Russell

Director · 1 shared filing (1 issuer)

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

JK
No photo found yet (own website and image search run after this page is viewed)
Person

Jon D. Kline

Director · 1 shared filing (1 issuer)

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

MM
No photo found yet (own website and image search run after this page is viewed)
Person

Michael L. Meyer

Director · 1 shared filing (1 issuer)

Listed on the same filings as Keith D. Hall. Their page shows their other deals.

The team behind the deals

Sponsor group

Pacific Oak

7 issuers · 23 filings · $82M reported sold · 2010–2024

One team, 7 deal companies. Keith D. Hall is listed on 4 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Keith D. Hall.

Sponsor group

Eos

12 issuers · 18 filings · $158M reported sold · 2013–2022

One team, 12 deal companies. Keith D. Hall is listed on 2 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Keith D. Hall.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 6 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Keith D. Hall by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 6 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Keith D. Hall is listed on: none on file. No website or social profile named in Pacific Oak Opportunity Zone Fund I, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #168,315 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Los Angeles, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when Keith D. Hall appears on a new Form D, or when a court case or SEC action is matched to them. See plans →